How do I add or remove a payment method on behalf of a user or team?

Learn how to add payment details for a user or team from within the admin dashboard

Written by David Koke Updated over a week ago

Adding a payment method

Select Users from the left-hand menu

If adding a method to a team, select the Teams tab

Search for the user/team that you'd like to add a payment method to

Select Account from the side panel

Within the 'Payment Method' section, click the plus icon

Fill out their payment information

Determine whether you'd like to enable auto-payments for this user

Note: With auto-pay enabled, a user will be automatically charged on the day their invoices become due. With auto-pay disabled, the user will be responsible for paying for their invoice when it becomes due. Once you click Continue in the next step, only the user will be able to update the payment method.

Click Continue to save their information

Note: The user will receive a confirmation email letting them know that a new payment method has been added to their account.

Removing a payment method

Follow steps 1 - 4 above

Click the more button (three vertical dots) next to the payment method you wish to remove, then click Remove